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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,906 | $178,174-79.3% | $156,181-76.4% | $137,256-73.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.87% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,619 | $6,888-18.4% | $6,132-8.4% | $6,407-12.3% |
| Admin fee / account holder | $1,409 | $17,404-91.9% | $14,586-90.3% | $12,270-88.5% |